RegOnline onDemand Orientation
How to navigate and use RegOnline onDemand
The Events List
The Events List shows you all of the events, folders, and templates that you have created in your account. To create a new registration form, click the Add Event button. View the details of an existing registration form by click on the title of the event.
From here you can use folders to organize your registration forms. When you create a new folder, by clicking the Add Folder button (B), it will immediately be visible in the Folder Tree (C). The Remove Selected Folder and Folder Permissions buttons can also be found here (B). If you would like to hide the Folder Tree, click the gray X located to the right of the Folder Permissions button (you can choose to reveal it at any point).
To quickly open the Attendee Report for an event, click the number in the Regs. column for the desired event. Click the number in the Revenue column to open the Event Snapshot.
A. The Events tab B. Folder Actions: Create, Delete, Specify Permissions C. Folder Tree View D. Event List E. Status Filter, F. Search Bar G. Edit Event H. Copy Event I. Delete Event
Click on an event title to open the Events Page.
The Events Page
The Events Page is where you can view and edit everything related to your event. On all sections of the Events Page you will find a sidebar along the right side. From the sidebar you can Activate or change the status of your event (G), and search the event for a specific attendee, move to another event or run a bookmarked report (E). The sidebar also contains the new Next Steps suggestions (F). Throughout the life of your event you will find relevant suggestions here to help you take advantage of the best RegOnline has to offer.
The Events Page is divided into a number of sections (Event Details, Reports, Labels and Badges, Attendee Directories) that you can navigate between by clicking the section link (A). If this is your first time on the Events Page, you will be brought to the Event Details section (pictured below). From this section you can:
- Edit, Activate, Test and Register for your registration form.
- Use the Button Designer to create attractive links and buttons to place on your website.
- Configure Reminder and Follow-up emails
- View basic event statistics and charts
A. Event Sections B. Event Functions C. Event Statistics D. Charts and Graphs E. Attendee Search, Jump to Event, Bookmarked Reports F. Next Steps G. Activate/Change Status button
Next we'll take a look at the Reports section.
A. Standard Reports B. Filter Report C. Edit Report D. Copy Report E. SmartLink F. Delete Report G. Custom Reports
The Reports section provides you with access to a variety of pre-built reports as well as the tools needed to built any Custom Report you require. The pre-built reports, found along the left side (A), allow you to quickly view information about your registrants, Agenda Items, and transactions. These reports can be filtered by date range and other criteria by clicking the Filter icon (B). If you need to view very specific information (e.g. only the registrants who selected Golf and Fish), or would like to choose which information to include, create a Custom Report (G).
Now that you are familiar with the Event Details and Reports sections you will find the remaining three, Cross-Event Reports, Labels and Badges and Attendee Directories, easy to navigate.
Next, we will review the biggest improvement to the new RegOnline, the Email Invitations system.
Email Invitations
The Email Invitations tab has been designed to make it as easy as possible to create, send, and track the success of your event's email marketing activities. All of the emails you have drafted (A), scheduled (B), or sent (C), are displayed on the left side. The Contact Lists you have uploaded or created (D), and the Job History and Opt Out reports (E), are shown on the right.
A. Draft Emails B. Scheduled Emails C. Sent Emails D. Contact Lists E. Email Reports
Hover your mouse cursor over any Sent emails to quickly view the number of people that opened, clicked and registered from the email.
Clicking the Create Email Invitation or Create Contact List links will lead you, step-by-step, through the process.
In the lower right section of this page you will find the Jobs History and Unsubscribed reports.
Account Tab
The Account tab is where you can find all of your account's administrative settings, including your billing information and invoices. Here you can configure Users, Roles, and Merchant Gateways. All of the Cross-Event Reports you have created are also accessible here.
A. Primary Contact Info B. Billing Contact Info C. Account Defaults D. Sidebar
Click here for a detailed explanation of all the options available on the Account Tab.
We hope you enjoy the new RegOnline onDemand interface! Please review the links below for more information on this monumental upgrade.
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